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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 51 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Mgmt Fees | $26,376 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 51 · EIN 34-1542819 1 N JEFFERSON AVE H0006-08R · SAINT LOUIS, MO 631032205 | Investment Mgmt Fees | $11,945 |
THE JOSEPH GROUP LLC1 year Filed as: THE JOSEPH GROUP CAPITAL MANAGEMENT Service code 51 · EIN 36-4729550 605 SOUTH FRONT ST. · COLOMBUS, OH 43215 | Investment Mgmt Fees | $7,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,092 | $109,881+39.3% | $150,045+2.0% | $84,808+80.5% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.3pp | 68.3%+28.3pp |
| Annual return | 23.25% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $16,525 | $3,561+364.0% | $4,693+252.1% | $2,631+528.1% |
| Participant deferral / active EE | $6,476 | $6,636-2.4% | $7,997-19.0% | $4,212+53.8% |
| Admin fee / account holder | $13,552 | $8,568+58.2% | $13,435+0.9% | $7,344+84.5% |